Training Sessions

Our modular training sessions are instructor-led group sessions held via audio and Web conference. You are welcome to ask questions as the instructor leads the session. Register right here on the Client Community for the date and time you would like to attend each session; you'll receive audio and login information in a confirmation email.
Jan 29
Thu, January 29, 2015
10:30 AM to 11:30 AM
Identity Checkpoint gives you more power to manage non-member records in your database moving forward. Attend this session to see the user experience as well as the administrative options for Identity Checkpoint.
Jan 29
Thu, January 29, 2015
1:00 PM to 2:30 PM
Through the Community menu, iModules provides exciting social networking tools to engage members on your website. Learn about the administrative tools that give your constituents the ability to add unique content to your site.
Jan 30
Fri, January 30, 2015
8:30 AM to 10:00 AM
iModules offers a solution flexible and powerful enough to fit your online membership strategy, with tools that are automated and easy-to-use for both your administrators and members. Attend this training session to learn how to create, manage, and collect online memberships and payments.
Jan 30
Fri, January 30, 2015
1:00 PM to 2:30 PM
What's a website without content? iModules delivers easy-to-use tools for effectively creating and managing your web presence. Attend this training session to learn the ins and outs of content management focused on creating pages and sorting your navigation as well as editing content and adding modules to a page.This is the first of two sessions covering the Content Management tools.
Jan 30
Fri, January 30, 2015
3:00 PM to 4:00 PM
After attending Content Management - Part I, come back and learn about the rest of the content modules you can add to your site. If you have documents you would like people to download from your site or RSS Feeds to pull into your site content, you don't want to miss this session.
Feb 02
Mon, February 2, 2015
10:00 AM to 10:30 AM
The session will cover the foundations of the content editor with a focus on how to work with the editor, image manager, file manager, and setting up a hyperlink.
*This session is the pre-requisite for the Content Management and Email Marketing sessions.
Feb 02
Mon, February 2, 2015
11:00 AM to 11:45 AM
Have updated emails, addresses, and other important constituent information that you need to get pushed up to iModules? Need to sync data with your offline database? Get the knowledge you’ll need to operate the Encompass batch .csv data import tool.
Feb 02
Mon, February 2, 2015
1:00 PM to 1:45 PM
Identity Checkpoint gives you more power to manage non-member records in your database moving forward. Attend this session to see the user experience as well as the administrative options for Identity Checkpoint.
Feb 02
Mon, February 2, 2015
3:00 PM to 3:30 PM
In order to successfully run your site, you'll need to make sure administrative rights are assigned correctly.
Feb 03
Tue, February 3, 2015
10:00 AM to 10:30 AM
What's a website without content? iModules delivers easy-to-use tools for effectively creating and managing your web presence. Attend this training session to learn how to use the site map, work with page properties, as well as adding and removing modules.This is the first of four sessions covering the Content Management tools.
Feb 03
Tue, February 3, 2015
10:45 AM to 11:15 AM
This session builds on the Content Management 101 session. Attend this training session to learn how to use the mobile content block, create news articles, as well as editing the display format of the news module. This is the second of four sessions covering the Content Management tools.
Feb 03
Tue, February 3, 2015
1:00 PM to 1:30 PM
This session builds on the Content Management 101 and 102 sessions. This training covers how to work with the event calendar module, a donation module, a membership module, placing an RSS feed on your page, as well as working with the poll module. This is the third of four sessions covering the Content Management tools.
Feb 03
Tue, February 3, 2015
1:45 PM to 2:15 PM
This session builds on the Content Management 101, 102, and 103 sessions. This training covers how to work with the user site map module, the image rotator module, the file library module, approving content, as well as working with the schedule module. This is the final session covering the Content Management tools.
Feb 04
Wed, February 4, 2015
10:00 AM to 10:45 AM
From conducting surveys and gathering updated constituent contact information to receiving volunteer submissions and computer help desk tickets and more, iModules offers customizable forms that can be used throughout your entire website.  Attend this training session to familiarize yourself with the Form properties and components.
*This session is the pre-requisite for the Forms 201 session, as well as the Events, Donations, and Membership sessions.
Feb 04
Wed, February 4, 2015
1:00 PM to 1:45 PM
This session builds on Foundations 200. Attend this session to take a closer look into forms and how to best utilize this tool with a direct focus on confirmation emails, completing a form on behalf of a user, reporting, URL customization, pre-populate functionality and the submissions grid.
Feb 04
Wed, February 4, 2015
3:00 PM to 3:30 PM
This training session will cover how to create roles off of a data field and put them into use. This is something you can use in Forms, Events, Donations, and Memberships. Other topics include how to edit a user's profile and the Data Change History tab for a user.
*Foundations 200 should be taken before Roles & Members 201.
Feb 05
Thu, February 5, 2015
10:00 AM to 10:45 AM
This session builds on Foundations 200. Attend this training session to familiarize yourself with the Donation form properties, creating reusable instanced fields, and editing the payment options available to your donors.

*This session is the pre-requisite for Donations 202 and 203.
Feb 05
Thu, February 5, 2015
1:00 PM to 1:30 PM
This session builds on the Foundations 200 and Donations 201 sessions. Attend this training to learn how designations can display to your donors, how to set up designation IDs, URL customization options, and how to use LinkBuilder.
Feb 05
Thu, February 5, 2015
3:00 PM to 3:45 PM
This session builds on the Foundations 200, Donations 201, and Donations 202 sessions. Attend this training to learn how to work with the Detail Page, review and finish pages, the confirmation emails, giving a gift on behalf of a user, reporting, the recurring payments grid, pre-populate functionality, the submissions grid, and the Campaign History tab for a donor.
Feb 06
Fri, February 6, 2015
1:00 PM to 1:45 PM
Through the Community menu, iModules provides exciting social networking tools to engage members on your website. Learn about the Class Notes, Classifieds, Job Postings, and Groups in this session and see them from both the admin and user view.
Feb 16
Mon, February 16, 2015
10:00 AM to 10:45 AM
From conducting surveys and gathering updated constituent contact information to receiving volunteer submissions and computer help desk tickets and more, iModules offers customizable forms that can be used throughout your entire website.  Attend this training session to familiarize yourself with the Form properties and components.
*This session is the pre-requisite for the Forms 201 session, as well as the Events, Donations, and Membership sessions.
Feb 16
Mon, February 16, 2015
1:00 PM to 1:45 PM
This session builds on Foundations 200. Attend this training session to familiarize yourself with the Membership form properties, Membership levels, promotion codes, creating reusable instanced fields, and editing the payment options.

*This session is the pre-requisite for Membership 202.
Feb 16
Mon, February 16, 2015
3:00 PM to 3:45 PM
This session builds on the Foundations 200 and Membership 201 sessions. Attend this training to learn how to work with the Detail Page, review and finish pages, the confirmation emails, purchasing a membership on behalf of a user, reporting, the recurring payments grid, URL customizations, pre-populate functionality, and the submissions grid.
Feb 17
Tue, February 17, 2015
10:00 AM to 10:45 AM
This session builds on Foundations 200. Attend this training session to familiarize yourself with the Event form properties, building a Form-Driven registration form, building a Simple RSVP registration form, and creating reusable instanced fields.

*This session is the per-requisite for Events 202, 203, and 204.
Feb 17
Tue, February 17, 2015
11:00 AM to 11:30 AM
This session builds on the Foundations 200 and Events 201 sessions. This training will focus on how to build a Fee-Driven registration form and promotion codes.
Feb 17
Tue, February 17, 2015
1:00 PM to 1:30 PM
This session builds on what you learned in Foundations 200, Events 201, and Events 202. Attend this session for a focus on how to build an Activity-Driven registration form.
Feb 17
Tue, February 17, 2015
3:00 PM to 3:30 PM
This is the final Events session and it builds on what you learned in Foundations 200, Events 201, Events 202, and Events 203. This training will cover editing the Detail Page, the review/finish pages, confirmation emails, registering for an event on behalf of a user, the Attendee List, reporting, URL customizations, pre-populate functionality, and the submissions grid.
Feb 18
Wed, February 18, 2015
10:00 AM to 10:45 AM
Gathering and utilizing data is the foundation for building valuable relationships with your constituents. Attend this training session to learn how to utilize information in your Encompass database for Email Marketing.
Feb 18
Wed, February 18, 2015
11:00 AM to 11:30 AM
iModules offers an easy-to-use, comprehensive suite of email marketing tools. This valuable training session is the first of three sessions that will teach you how to navigate to the Email Marketing homepage, start a message, work with Email Categories, and choose your recipients. You should attend Query Building 101 before attending this session.
Feb 18
Wed, February 18, 2015
1:00 PM to 1:30 PM
The session will cover the foundations of the content editor with a focus on how to work with the editor, image manager, file manager, and setting up a hyperlink.
*This session is the pre-requisite for the Content Management and Email Marketing sessions.
Feb 18
Wed, February 18, 2015
1:45 PM to 2:15 PM
This session builds on the Email Marketing 101 and Foundations 100 sessions. This session is the second of three sessions that will teach you how to work with Design Templates and Layouts, creating role-based content for your messages, how to use skin builder, adding community content from your site, and sending previews.
Feb 18
Wed, February 18, 2015
3:15 PM to 3:45 PM
This session builds on the Email Marketing 101 and 102 sessions. This session is the final Email Marketing. Attending this session will cover scheduling recurring emails, releasing emails, the Email Kickback Report, and Email Marketing Reporting.
Feb 19
Thu, February 19, 2015
10:00 AM to 10:30 AM
In order to successfully run your site, you'll need to make sure administrative rights are assigned correctly.
Feb 19
Thu, February 19, 2015
1:00 PM to 1:45 PM
Have updated emails, addresses, and other important constituent information that you need to get pushed up to iModules? Need to sync data with your offline database? Get the knowledge you’ll need to operate the Encompass batch .csv data import tool.
Feb 19
Thu, February 19, 2015
3:00 PM to 3:45 PM
Identity Checkpoint gives you more power to manage non-member records in your database moving forward. Attend this session to see the user experience as well as the administrative options for Identity Checkpoint.